Sentences with phrase «investment deal of a lifetime»

Will an entrepreneur walk away with the investment deal of a lifetime?

Not exact matches

Even now, some of the best practices coming from regulators and technology consultants are pointing to more centralization — a «single, accurate, and aggregated view of the customer» that can be tracked throughout the lifetime of that customer as details, investment goals, and needs change — a way to link a client address to the deals and cases they have on the go, to the communications, and often sensitive data, that is shared during those interactions.

With the consumer paying thousands of dollars in commissions, and for the most part dealing with the largest investment of their lifetime, they are entitled to professional and effective representation.